Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,174 | $88,710+166.2% | $81,783+188.8% | $145,959+61.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.78% | 1027.26%-1013.5pp | 775.05%-761.3pp | 561.95%-548.2pp |
| Employer contribution / active EE | $9,622 | $3,083+212.1% | $2,913+230.4% | $4,661+106.5% |
| Participant deferral / active EE | $16,008 | $4,645+244.6% | $4,320+270.5% | $6,689+139.3% |
| Admin fee / account holder | $3,116 | $8,407-62.9% | $7,380-57.8% | $13,398-76.7% |